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Merging Investments Under One Financial Group

Sharon's Avatar

Sharon

15 Oct, 2023 09:37 PM

I have 3 mutual fund investments that have merged from 3 different financial advisors to one. Is there anyway in MoneyDance to merge them from under individual headings to one without losing the data?...I am just trying to simplify the listings within MoneyDance.

  1. 1 Posted by dwg on 15 Oct, 2023 09:41 PM

    dwg's Avatar

    I would be looking at the Move Investment transaction function that is part of Stuart Beasley's Toolbox extension suite. That is the only tool that can move Investment transactions between accounts. Make sure you have a backup before using it.

  2. 2 Posted by Sharon on 15 Oct, 2023 09:44 PM

    Sharon's Avatar

    Thank you. Appreciate the help.

  3. Maddy closed this discussion on 17 Oct, 2023 11:56 AM.

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